Employee Onboarding Checklist (Planner)
Overview
- Streamlined Task Management: Easily manage your Planner-based checklist with all essential task management features
- Organized Categories: Quickly sort checklist items into relevant categories for better clarity
- Flexible Views: Access your tasks through board, grid, or calendar views to suit your work style
- Effective Progress Tracking: Monitor task progress, set urgency levels, and manage due dates efficiently
- Automated Notifications: Receive alerts when tasks are assigned, ensuring timely follow-up and accountability
Benefits
- Ensures a consistent onboarding experience, so no key steps are missed across different hires or departments
- Clarifies task ownership across stakeholders, helping HR, IT, managers, and others stay aligned on their responsibilities
- Improves visibility into onboarding progress, with real-time updates on which tasks are completed or pending
- Reduces manual follow-ups, by using automatic notifications and due dates to keep everyone on track
- Simplifies collaboration across teams, allowing everyone involved in onboarding to work from the same shared checklist
- Makes onboarding repeatable and scalable, by turning one checklist into a template that can be reused for future hires
Common Questions About This Employee Onboarding Checklist
What is this Employee Onboarding Checklist built with?
The checklist is built entirely in Microsoft Planner, the task management app included with Microsoft 365 – structured with categorized tasks, assignments, due dates, urgency levels, and board, grid, calendar, and chart views. There is no custom code and there are no third-party tools. It is the kind of clean, collaborative checklist Greg Zelfond builds for HR teams and hiring managers.
What’s included in the Employee Onboarding Checklist?
Onboarding tasks are organized into categories and assigned to the right stakeholders – HR, IT, managers, and others – with due dates and urgency levels on every item. Individual tasks carry their own sub-task checklists, and progress can be tracked in board, grid, calendar, or chart views. Automated notifications alert assignees the moment a task lands on their plate.
Does this design use any custom code or third-party tools?
No. The checklist is built entirely with Microsoft Planner, which is included with most Microsoft 365 business and enterprise plans – no custom code, no third-party add-ons, and nothing extra to buy. That keeps it stable, secure, and easy to maintain, with everything stored safely inside your Microsoft 365 environment. Out-of-the-box is the only way Greg builds.
Can this checklist be customized for our onboarding process?
Absolutely. The categories, tasks, owners, and timelines can all be tailored to your hiring workflow – different roles, departments, or locations can each get their own version. Because the checklist can be turned into a template and reused, every new hire starts from the same proven structure. Greg adapts the plan to the way your organization actually onboards people.
What views are available for tracking onboarding progress?
The checklist can be worked in whichever view suits each stakeholder – a board view for drag-and-drop task management, a grid view for quick scanning and editing, a calendar view for deadline planning, and a chart view that summarizes progress at a glance. Real-time status updates mean HR always knows which onboarding steps are completed and which are still pending.
Can Greg build this checklist for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint and Microsoft 365 consultant and Microsoft MVP, he designs and builds checklists and trackers like this one in Microsoft Planner, Lists, and SharePoint, tailored to the way your organization welcomes new hires. Reach out through the contact page to get started.
